Golden State Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.6M | Sell |
|
|||||
|
2025
Q2 | $2.58M | Sell |
|
|||||
|
2025
Q1 | $2.72M | Sell |
|
|||||
|
2024
Q4 | $3.56M | Buy |
|
|||||
|
2022
Q1 | $309K | Buy |
|
|||||
|
2021
Q4 | $246K | Hold |
|
|||||
|
2021
Q3 | $246K | Buy |
|
|||||
|
2021
Q2 | $211K | Sell |
|
|||||
|
2021
Q1 | $261K | Hold |
|
|||||
|
2020
Q4 | $263K | Sell |
|
|||||
|
2020
Q3 | $299K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $240K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $246K | Hold |
|
|||||
|
2019
Q2 | $242K | Buy |
|